BM
Firm Information
Compensation
Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
120 clients
Average Client Portfolio
Not specified
Fee Structure
Hourly Rate:$275 - $550/hr
Financial Planning for Generations, Inc. bases its fees on hourly charges, ranging from $275 to $550 per hour. Financial plans are priced according to the complexity of the client's situation. Fees are billed monthly, in arrears.
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Advisor Information
Office location
15760 Ventura Blvd, Suite 840, Encino, CA, 91436
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bryan is a member of Magnus Care, LLC, a company providing in-home care services to seniors, which he founded in 2017. While he was actively involved until 2021, he has not been involved in operations since 2022 and holds no title or position.
Employment History
Current Registrations
Financial Planning for Generations, INC.
September 2023 - Present · 2 yrs 4 mos
Previous Registrations
D.A. Davidson & CO.
May 2023 - September 2023 · 4 mos
D.A. Davidson & CO. Broker
April 2023 - September 2023 · 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.